Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$1.17B
3 +$784M
4
CLF icon
Cleveland-Cliffs
CLF
+$667M
5
COP icon
ConocoPhillips
COP
+$609M

Top Sells

1 +$2.76B
2 +$1.83B
3 +$1.45B
4
AMZN icon
Amazon
AMZN
+$1.05B
5
JPM icon
JPMorgan Chase
JPM
+$940M

Sector Composition

1 Technology 12.64%
2 Financials 7.97%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5251
$181K ﹤0.01%
7,929
-9,760
5252
$180K ﹤0.01%
+2,066
5253
$180K ﹤0.01%
10,300
-8,913
5254
$180K ﹤0.01%
1,420
+1,222
5255
$180K ﹤0.01%
3,301
-828
5256
$180K ﹤0.01%
701
-10
5257
$179K ﹤0.01%
1,869
-3,501
5258
$179K ﹤0.01%
17,606
+17,084
5259
$178K ﹤0.01%
6,533
-23,828
5260
$178K ﹤0.01%
6,339
+2,298
5261
$178K ﹤0.01%
6,034
+1,904
5262
$178K ﹤0.01%
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5263
$178K ﹤0.01%
6,947
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$178K ﹤0.01%
+11,380
5265
$178K ﹤0.01%
11,888
-632
5266
$178K ﹤0.01%
2,650
-34,286
5267
$178K ﹤0.01%
55,427
-7,789
5268
$177K ﹤0.01%
3,435
-854
5269
$177K ﹤0.01%
+28,600
5270
$177K ﹤0.01%
8,015
-10,594
5271
$177K ﹤0.01%
605
-2,230
5272
$177K ﹤0.01%
8,644
-11,982
5273
$176K ﹤0.01%
346
+6
5274
$175K ﹤0.01%
+32
5275
$175K ﹤0.01%
11,746
-15,226